Tallyr

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Tallyr guides

Tallyr guides

Everything Tallyr does, for everyone who touches it — the owner's side first, then the short sets for your counter staff and for the customers collecting the stamps. Each guide is brief, and every screenshot is the real app.

For Owners and staffSurface app.tallyr.com.au

Tallyr runs in your browser at app.tallyr.com.au — there is nothing to install to get started. The screenshots in these guides were taken on a phone, because that is where most owners actually use it, but every screen works on a laptop too.

Note

New here? Start with Create your account and work down. The three Getting started guides take about fifteen minutes end to end and finish with a live loyalty card and a poster you can print.

New: stamp requests and the till

Customers can now scan your QR poster to ask for a stamp, and your team confirms it. Three guides cover it: Stamp requests for you, Use the till screen for staff at a tablet or computer by the register, and Ask for a stamp for your customers.

For your team, and your customers

Hiring? Sign in and open the counter and the four guides after it are written for staff rather than owners — a link you can send to a new starter before their first shift. The customer set is written for the people collecting stamps — worth linking from your own site or your welcome email.

Getting started

Open an account, set the business up, and learn where everything lives.

GUIDE 01Create your accountSign in with a six-digit code — there is no password to choose or forget.GUIDE 02Set up your businessThe four-step setup wizard: your details, your first location, your card, and where it runs.GUIDE 03Find your way aroundThe four tabs, the brand switcher, and the account menu behind your initials.

Cards and customers

The loyalty card itself, how people join it, and who has joined.

GUIDE 04Create and edit cardsSet the reward, the stamp goal, the look, and which venues a card works at.GUIDE 05Get customers joiningPrint the QR poster for each venue and put it where people pay. One scan joins a new customer and asks your team for their stamp.GUIDE 06 NewStamp requestsA customer scans your poster and a stamp request reaches the counter. Your staff approve or decline it; nothing is stamped on its own.GUIDE 07See your customersSearch, sort and open the people collecting stamps with you.

Locations and staff

The venues you stamp at, and the people who do the stamping.

GUIDE 08Add and manage locationsAdd venues, get their posters, read their numbers, and close one temporarily.GUIDE 09Invite and manage staffSend an email invite, assign the venues someone works at, and revoke access.

Insights

What the numbers on your Insights tab mean, and what Tallyr sends on your behalf.

GUIDE 10Read your insightsWhat stamps, visits, new versus returning and the two customer lists actually mean.GUIDE 11Messages Tallyr sendsSee every message sent to your customers in your name, and what it was about.

Plan and account

Your plan, upgrading, and your own account settings.

GUIDE 12Plan and billingWhat the Free plan includes, what Tallyr Pro and Wallet nudges cost, and how to upgrade or cancel.GUIDE 13Your account settingsYour profile, appearance, marketing emails, signing out, and deleting the account.

For staff

For the people behind the counter. Send your team straight to these.

GUIDE 14Sign in and open the counterHow staff sign in, and how to get to the screen you stamp from.GUIDE 15Try the practice runA rehearsal with a pretend customer. Nothing is saved, and nobody sees it.GUIDE 16Stamp a customer's cardScan their code, check the name, add the stamps — plus stamp requests, and what to do when the camera won't play.GUIDE 17 NewUse the till screenA full-screen counter for a tablet or computer by the register: scanning on one side, stamp requests on the other.GUIDE 18Your shift and your profileToday's numbers, which venue you're on, and switching between them.

For customers

For the people collecting the stamps — worth linking from your own site.

GUIDE 19Join a card and collectScan the poster at the counter, and your card lives in your phone from then on. The same scan asks for your first stamp.GUIDE 20 NewAsk for a stampScan the poster at the counter and your stamp request goes to the team. They confirm it, and your card updates.GUIDE 21Show your codeThe QR staff scan — and the six characters you can read out when scanning fails.GUIDE 22Claim your rewardWhat a full card looks like, and how to hand it over at the counter.GUIDE 23Your account and remindersYour details, which businesses may remind you, and how to leave.

Still stuck?

The FAQs cover pricing, privacy and cancelling. Anything else, email info@tallyr.com.au and a human will answer.